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Luther Jerrell Mitchell

Jackson Thornton Wealth Management, LLC

Montgomery, AL

Montgomery, AL

CRD 5184662

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Employer firm

Jackson Thornton Wealth Management, LLC CRD 116091

$2.01B regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Jackson Thornton Wealth Management, Llc

200 Commerce Street, Montgomery, AL 36104 • United States

Current Registrations

AuthorityCategoryStatusDate
AL RA APPROVED 2006-11-29
  • AL RA
    APPROVED
    Since 2006-11-29

Branch Locations

200 Commerce Street, Montgomery, AL 36104 • United States

8232 Old Federal Road, Montgomery, AL 36117 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Mitchell Advisory & Consulting, Llc Montgomery AL 01/2022 Present
Jackson Thornton & Co., P.C. Montgomery AL 01/1974 12/2021
Jackson Thornton Asset Management, Llc Montgomery AL 05/2006 12/2021
  • 01/2022 → Present
    Mitchell Advisory & Consulting, Llc
    Montgomery, AL
  • 01/1974 → 12/2021
    Jackson Thornton & Co., P.C.
    Montgomery, AL
  • 05/2006 → 12/2021
    Jackson Thornton Asset Management, Llc
    Montgomery, AL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2006-05-23
  • S65 Uniform Investment Adviser Law Examination
    2006-05-23
Other Names
  • Luther Jerry Mitchell

View on SEC IAPD

Nearby Firms

RWC WEALTH MANAGEMENT, INC.
LPL ENTERPRISE, LLC
MARBLE WEALTH, LLC

Nearby Investors

RICHARD K.E. AKINYEMI
RICHARD DALE STEWART
MATTHEW BLAKE MURPHY

Nearby Offices

RWC WEALTH MANAGEMENT, INC. · MONTGOMERY, AL
LPL ENTERPRISE, LLC · MONTGOMERY, AL
MARBLE WEALTH, LLC · MONTGOMERY, AL

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